10月10日，大消费板块大涨，庄园牧场2连板，联发股份、安正时尚、新澳股份等涨停。 | 大消费 | +0.57% | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 理由 | 电商双十一大促开启 | | | | | | | 股票名称 | 最新价 = | | 涨跌幅 = | 涨停时间 ◆ | 换手率 = | 流通市值 ◆ | | 庄园牧场 002910.SZ | 2天2板 | 11.95 | +10.04% | 10:10:54 | 14.83% | 20.44亿 | | 联发股份 002394.SZ | | 12.18 | +10.03% | 09:46:57 | 4.96% | 39.38亿 | | 安正时尚 603839.SS | | 9.42 | +10.05% | 09:50:53 | 5.97% | 36.65亿 | | 等星股份 300877.SZ | | 35.10 | +20.00% | 09:57:45 | 6.25% | 42.12亿 | | 新澳股份 603889.SS | | 7.76 | +10.07% | 10:18: ...

数据显示，至少包括三菱地所和纺织制造商片仓工业在内的七家公司，其持有的房地产未实现收益已超 过其市值。 活跃投资者越来越多地敦促公司出售房地产并扩大股东回报。就在上个月，有报道称埃利奥特管理公司 已入股关西电力，敦促其剥离非核心资产。关西电力拥有2200亿日元的未实现房地产收益。 另一个例子是，与活跃投资者村世芳彰有关联的投资公司City Index Eleventh采取行动，入股百货公司 运营商高岛屋，后者在其房地产资产上拥有1300亿日元的账面收益。 （原标题：高市早苗交易开启日本房地产激进主义新周期，零售、仓储等板块藏机遇） 智通财经APP注意到，活跃派投资者很可能将在日本房地产领域发现更多机会，因为在新任自民党党首 高市早苗的领导下，未实现收益预计将大幅增长。 高市早苗几乎确定将成为日本下一任首相，在她领导下的更快通胀和资产价格上涨前景，被认为有利于 宽松的货币政策，这可能会进一步推高企业房地产的账面收益。这对于寻求提升股东价值的活跃基金来 说是一个诱惑。 数据显示，由于地价上涨和房地产开发，约330家主要上市公司的此类资产价值已增长至总计31万亿日 元(约合2030亿美元)。这比五年前增长了26%， ...

10月9日，工信部发布《关于开展2025年度绿色工厂推荐工作的通知》。为进一步突出 节能降碳导向，巩固提升产业绿色竞争力，本年度绿色工厂重点支持53个重点行业的企业。 属于重点行业的企业登录管理平台按照相应行业要求进行自评价，不属于重点行业的企业登 录管理平台依据通则进行自评价。 为贯彻落实《制造业绿色低碳发展行动方案（2025—2027年）》，实施绿色制造标杆升 级行动，根据《绿色工厂梯度培育及管理暂行办法》（以下简称《办法》），现组织开展 2025年度绿色工厂推荐工作。有关事项通知如下： 一、总体要求 本年度推荐工作包括绿色工厂、绿色工业园区，满足《办法》有关要求的企业或园区按 照自愿的原则，对照新的评价要求（相关指标要求见附件1、2）进行自评价。省级工业和信 息化主管部门按照"优中选优、宁缺毋滥"的原则进行遴选，推荐的企业或园区原则上不低于 本地区已有国家绿色工厂、绿色工业园区的平均水平。 工业和信息化部办公厅关于开展2025年度绿色工厂推荐工作的通知 工信厅节函〔2025〕390号 各省、自治区、直辖市及计划单列市、新疆生产建设兵团工业和信息化主管部门： 省级工业和信息化主管部门组织企业、园区登录工业 ...

每经头条（nbdtoutiao）——与美元脱钩后，暴涨102倍，揭秘黄金疯涨背后神秘的"无形之手"！专家： 推动金价上涨的逻辑没有变 （记者 王晓波） 2024年1至12月份，雅戈尔的营业收入构成为：房地产开发收入占比52.66%，品牌服装占比41.47%，纺 织占比7.67%，投资板块占比0.26%，分部间抵销占比-2.06%。 截至发稿，雅戈尔市值为341亿元。 每经AI快讯，雅戈尔（SH 600177，收盘价：7.37元）10月9日晚间发布公告称，截至2025年9月30日， 公司已累计回购股份约2383万股，占公司总股本的比例为0.52%，购买的最高价为7.45元/股、最低价为 7.28元/股，已支付的总金额约为1.76亿元。 ...

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has initiated the 2025 Green Factory Recommendation Work to enhance energy conservation and carbon reduction, focusing on 53 key industries to improve the green competitiveness of enterprises [1][5]. Group 1: Overall Requirements - The recommendation work includes both green factories and green industrial parks, with enterprises or parks voluntarily conducting self-evaluations based on new evaluation criteria [5][6]. - Provincial industrial and information departments will select enterprises or parks that meet the requirements, ensuring that recommended entities are at least at the average level of existing national green factories and parks in their regions [5][6]. Group 2: Specific Requirements - New applicants for national green factories and parks must register on the Industrial Energy Conservation and Green Development Management Platform and complete self-evaluations without needing third-party evaluation reports [6][7]. - Existing national green factories and parks are required to conduct self-evaluations against new criteria, with those scoring in the bottom 5% for three consecutive years being removed from the list [6][7]. Group 3: Work Requirements - Provincial departments must ensure the authenticity and accuracy of data and supporting materials submitted by enterprises or parks, with a deadline for submission set for November 7, 2025 [7]. - The MIIT will review the recommended lists and publicize the final list of 2025 green factories and parks, with penalties for any falsification of data [7]. Group 4: Key Industries - The 53 key industries supported in this initiative include sectors such as steel, petrochemicals, non-ferrous metals, building materials, machinery, light industry, textiles, and electronics [14][15][16][17][18][19][20].

美国关税大棒砸向印度时撞上钢板。2025年8月27日，美国对印度商品加征的25%惩罚性关税正式生效，叠加7月底的25%关税，总税率飙升至50%。印度外 长苏杰生直接在考底利耶经济会议上开火："那些批评我们买俄油的国家，自己却在偷偷进口俄罗斯天然气！" 印度死守俄罗斯石油的背后是能源命脉。俄罗斯原油占印度进口总量的34%，每日供应160万桶。每吨俄油比中东便宜89美元，去年省下126亿美元外汇。印 度85%石油依赖进口，断供意味着工厂停摆、油价飙涨。 当美国贸易代表纳瓦罗威胁二级制裁时，印度港口依旧停满俄罗斯油轮。苏杰生的硬话飘荡在联合国会场："能源安全不是选择题，而是生存题！" 这场较量暴露全球南方国家觉醒。印度用俄油折扣对冲关税，炼成成品油转卖欧美赚差价，去年狂揽160亿美元。巴西、南非联合发声反对单边制裁，28亿 人口市场正在重组贸易规则。 ( e @ (3) @ g 0 @ ଭ G 美国的双重标准被印度揪住辫子。欧盟2024年与俄罗斯贸易额675亿欧元，德国进口俄气占比12%。美国自己还在买俄罗斯核原料和化肥，却指责印度"资助 战争"。苏杰生讽刺："白宫先鼓励我们买俄油稳市场，现在翻脸比翻书快！" 特朗 ...

Report Industry Investment Ratings No relevant information provided. Core Viewpoints of the Report - The report provides market analysis and trading strategies for various industries including macro finance, black commodities, non - ferrous metals and new materials, agricultural products, and energy chemicals. It suggests different trading approaches based on industry fundamentals, supply - demand relationships, and market trends [3][16][20]. Summary by Relevant Catalogs Macro Information - The US federal government "shut down" on October 1st due to a lack of funds, which impacts economic data release and brings uncertainty to global financial markets. The deadlock is centered on disagreements over healthcare subsidies. As of October 6th, the "shut down" continued [7]. - From October 1st to 6th, the average daily passenger volume in China increased by 5.18% year - on - year. The average full - fare of civil aviation decreased by 2.58% year - on - year, and the average bare - fare decreased by 0.03% year - on - year [8]. - In September, China's manufacturing PMI was 49.8%, up 0.4 percentage points month - on - month; non - manufacturing PMI was 50.0%, down 0.3 percentage points; the composite PMI output index was 50.6%, up 0.1 percentage points [8]. - On October 9th, the central bank will conduct a 110 billion yuan 3 - month (91 - day) outright reverse repurchase operation. In October, 80 billion yuan of 3 - month outright reverse repurchases will mature [9]. - The US will impose tariffs on imported softwood logs, lumber, cabinets, bathroom cabinets, upholstered wood products, and medium and heavy - duty trucks starting from October 14th and November 1st respectively [9]. - Fed officials showed a willingness to further cut interest rates in September but were cautious due to inflation concerns [14]. Macro Finance Stock Index Futures - Consider buying on dips and mainly adopt a shock - trading strategy. The A - share market was active before the holiday, and during the holiday, overseas related indexes showed small increases. Overall, the market may be in a shock state [16][17]. Treasury Bond Futures - Consider buying short - term bonds on dips and focus on the steepening strategy. The domestic bond market news was stable during the holiday. The market's expectations for aggregate policies may fluctuate, and further central bank easing may be needed [18][19]. Black Commodities Spiral Steel and Iron Ore - The black market is expected to maintain a medium - term shock trend. Policy expectations are neutral, downstream demand improvement is limited, and inventory and cost factors also affect the market [19][20]. Coking Coal and Coke - The prices of coking coal and coke may continue to fluctuate weakly in the short term, and attention should be paid to the demand of finished products during the "Golden September and Silver October" period [21]. Ferroalloys - After the holiday, focus on the settlement electricity price in Ningxia in September. The supply and demand of ferrosilicon and silicomanganese are in an oversupply state, and a high - selling short - bias strategy is recommended in the long - term [21]. Soda Ash and Glass - For soda ash, adopt a high - selling short - bias strategy; for glass, mainly adopt a wait - and - see approach. The market of soda ash lacks driving factors, and glass needs to pay attention to demand improvement and cost changes [23]. Non - ferrous Metals and New Materials Aluminum and Alumina - After the holiday, Shanghai aluminum may follow the rise of LME aluminum, but the increase may be limited. Alumina is expected to fluctuate weakly at the bottom, and short - selling on rallies can be considered [25]. Lithium Carbonate - Supported by strong short - term reality, lithium carbonate will mainly operate in a shock state. Pay attention to the demand rhythm after the holiday [26]. Industrial Silicon and Polysilicon - Industrial silicon will operate in a range, and short - term long - positions can be considered at the lower end of the range. Polysilicon will continue to operate in a shock state, and attention should be paid to policy and demand changes [27][29]. Agricultural Products Cotton - Adopt a short - selling on rallies strategy. The international cotton market was affected by the US government shutdown and supply pressure during the holiday, and the domestic cotton market is expected to be under supply pressure after the holiday [31][33]. Sugar - Domestically, the sugar market is fundamentally bearish, and a short - selling strategy is recommended in the medium - term. In the short - term, pay attention to the impact of typhoon weather on production [34][35]. Eggs - The spot price of eggs dropped significantly during the holiday. It is recommended to adopt a short - bias strategy for near - month contracts and pay attention to the spread trading of short - near and long - far contracts [36]. Apples - Adopt a wait - and - see approach. Pay attention to the impact of rainfall on apple quality during the National Day holiday and the price differences in different regions [38]. Corn - Adopt a wait - and - see approach for single - side trading and consider selling out - of - the - money call options for the 01 contract. The supply of new corn is increasing, and the price is under pressure [39]. Red Dates - Adopt a wait - and - see approach. Pay attention to the impact of weather on the quality and output of new dates and the progress of orchard contracting [41]. Pigs - Adopt a short - selling on rallies strategy for near - month contracts. The market is in a state of strong supply and weak demand after the double festivals [42][43]. Energy and Chemicals Crude Oil - The price of crude oil is expected to decline due to increased supply and decreased demand. It is recommended to hold existing short - positions [44]. Fuel Oil - The price of fuel oil will follow the trend of crude oil, with a supply - abundant and demand - weak pattern [44]. Plastics - Polyolefins are expected to fluctuate weakly due to supply pressure, and the market will return to fundamental logic in the short - term [47]. Rubber - The domestic rubber market may continue to fluctuate weakly, affected by macro factors, but the decline space is limited. Pay attention to raw material supply and inventory changes [48]. Methanol - The port inventory of methanol is large, but the inventory accumulation speed has slowed down. A weak - shock strategy is recommended, and pay attention to port de - stocking [49]. Caustic Soda - The futures price of caustic soda is expected to be under pressure before the improvement of fundamentals [49]. Asphalt - Asphalt will follow the trend of crude oil, and pay attention to the de - stocking speed in October [50][51]. Polyester Industry Chain - Polyester products are expected to be weak due to cost decline. Pay attention to device maintenance and terminal orders [52]. Liquefied Petroleum Gas (LPG) - LPG supply is abundant, and a long - term bearish strategy is recommended. The CP price may be affected by peak - season stocking in the short - term [53]. Offset Printing Paper - The market of offset printing paper is expected to operate in a shock state. A light - long or put - selling strategy can be considered near the production cost [54]. Pulp - The pulp market has some support. A long - position strategy can be considered on dips if the spot price stabilizes [55]. Urea - The price of urea is expected to be weak due to increased supply, postponed demand, and decreased cost [56]. Synthetic Rubber - Synthetic rubber is expected to fluctuate weakly, and pay attention to downstream procurement after the holiday [57].

2025年9月17日美国当地时间，美联储宣布将联邦基金利率目标区间下调25个基点，至4.00%-4.25%。 这是自去年12月以来，美联储时隔9个月首次调整政策利率，且此次降息完全符合市场预期。 此前，美联储主席鲍威尔在8月杰克逊霍尔央行会议上释放出偏向宽松的"转鸽"信号，叠加美国非农数据连续两个月表现不及预期。 8月CPI温和抬升，市场对本次降息的预期概率已接近100%。 美联储选择此时降息，核心动因在于美国就业市场的显著降温。 近期公布的美国8月就业数据增长几近停滞，失业金申领人数更是攀升至近四年高位，这表明就业市场降温速度可能远超此前预期。 在此背景下，降息成为防止经济进一步下滑、提振就业的重要手段。 但决策背后，美联储始终面临就业与通胀的"跷跷板"矛盾。 当前美国通胀水平仍高于2%的目标值，这也是美联储在半年多时间里迟迟未再调整利率的关键原因。 既要通过宽松政策稳定就业，又要避免通胀反弹失控，这种平衡考量贯穿了此次政策制定的全过程。 除了如期降息，本次美联储议息会议还呈现出多个值得关注的细节，这些细节直接影响市场对未来政策走向的判断。 市场原本预计此次降息可能伴随内部分歧，尤其是在特朗普呼吁更大幅度降 ...

2021年早春，在东京一场精心策划的发布会上，拜登总统满面春风地推出了"印太经济框架"（IPEF）。十四国代表围坐一堂，越南和印度的席位被刻意安排 在焦点位置。该框架旨在协调跨境贸易、整合产业链、推动绿色能源转型及规范经济治理规则。 然而，装备到位后，随之而来的却是操作的窘境：维修人员面对全英文的技术手册束手无策，地勤团队需要依赖翻译软件才能完成基础维护。因操作规范理 解偏差导致的装备损毁事故频发，军费消耗的速度甚至比喜马拉雅山的积雪融化还要快。 反向操作：弃"真身"寻"替身"？美国剑指中国周边双雄的七年"脱钩"迷局 美国耗费七年光阴，倾注巨额战略资源，精心编织对华关税壁垒，同时向其地区盟友源源不断地输送军事援助。然而，事与愿违，中国的制造引擎不仅未曾 停歇，反而将印度和越南这两个新兴经济体纳入了这场全球贸易的博弈版图。正当各方摩拳擦掌准备迎接新一轮的较量时，这些"新晋选手"却率先暴露了资 源储备难以支撑长期高强度竞争的窘境。 "迂回战术"下的关税失效 追溯至2018年夏日，华盛顿对价值五百亿美元的中国商品祭出高达四分之一的关税重拳。美国贸易监管部门曾天真地预估，面对陡增的运营成本，制造业企 业必将加速撤离中 ...

省工信厅相关负责人介绍，该厅去年组织申报的"西凤""美羚""黄关""桥畔""安康富硒茶"五大品牌 全部入选首批中国消费名品名单，品牌价值和影响力不断跃升；"陕西臻品"征集培育和联合推广工作持 续稳步推进，一批批具有国际影响力的品牌企业正加速成长，有效改善了供给结构，满足了人民群众多 样化消费需求。全省推动"三品"战略深入实施，将为促进产业迈向中高端、培育经济发展新动能提供有 力支撑。（记者 郭军） 陕西省消费品工业前8月实现稳步增长，增加值同比增长3.7%。富硒产品产业链实现产值98.18亿 元、同比增长2.17%，乳制品产业链实现产值83.38亿元、同比增长7.83%，白酒产业链实现产值49.33亿 元、同比增长16.59%，医药和医疗装备产业链实现产值276.75亿元，纺织服装产业链实现产值64.69亿 元。 9月30日，记者从省工信厅获悉：陕西省消费品行业深入实施"三品"（增品种、提品质、创品牌） 战略，以"推动食品、纺织等传统产业转型升级、数字赋能、管理创新"为目标，打造医药和医疗装备、 富硒产品、乳制品、白酒、纺织服装5条省级重点产业链，成效显著。 ...